Dunstan And Newcomb, LLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Dunstan And Newcomb, LLC
  • Sponsor EIN: 454126732
  • Sponsor Address: 1070 N CURTIS ROAD, SUITE 240, BOISE, ID, 83706
  • Plan Type: 401(k)
  • Total Participants: 8
  • Total Assets: $4.5M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20248$4.5M$104,397$57,100
20236$3.8M$96,989$60,300
20226$3.1M$90,213$51,100

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